A complete list of active advisors currently associated with JSE Wealth Management LLC

Warmer can help you find a great advisor at JSE Wealth Management LLC or one who fits your needs even better.

JSE Wealth Management LLC provides discretionary investment management to individuals and businesses, generally charging percentage-of-assets-under-management fees and focusing on portfolio management for individual clients. The firm also offers financial planning, but only to clients who are receiving its asset management services and only when the adviser determines planning will materially support portfolio management. Portfolios are managed under a written investment policy statement and typically emphasize exchange-traded funds, equity securities and fixed‑income instruments, with active allocation, ongoing monitoring and periodic rebalancing; the firm conducts quarterly reviews and at least annual client meetings to update the IPS. The firm requires clients to maintain custody at Interactive Brokers, deducts advisory fees directly from client accounts, and maintains a $150,000 account minimum. Notable distinctions versus many peers include a non‑blended fee billing method (a single fee percentage applied to the entire account rather than a blended tiered calculation), a policy that clients rely on custodian statements rather than separate written account reports from the firm, and the adviser’s independent insurance licensing, under which commissions for insurance or annuity sales may be received (a disclosed conflict of interest). The firm manages roughly $4.0 million across about a dozen client relationships and operates with discretionary authority and operational arrangements tightly linked to its chosen custodian.

To learn more about the advisors currently working at JSE Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.